Assistant Branch Manager

January 13 2021
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Pharmaceutical, Healthcare, Medical, Sales, Business Development
Vancouver, BC

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Assistant Branch Manager

The Assistant Branch Manager (ABM) is responsible for assisting in the overall management of the Whistler and Pemberton branches, ensuring quality sales and service, profitability, staff development and operational excellence. Responsible for providing leadership, coaching and development of direct reports as well as indirect reports as needed. The ABM will be accountable for the branch in the absence of the General Manager and is intended as a succession role to a General Manager role.

Employee Type: Full Time

Closing Date: February 12, 2021

Job Category: Client Service and Sales

Location: Whistler and Pemberton branches (Whistler will be home branch with some travel between locations required)

Key responsibilities of this role are:

  • Works in partnership with the General Manager in overseeing sales and service activities to ensure successful sales, quality service delivery and effective operations. Effectively manages to the BlueShore Financial Spa™ experience.
  • Manages direct reports (sales staff up to FSA 3 level and MFS) including: recruitment, retention, development of individual objectives, ongoing performance management, and determining salary increases.
  • Proactively coaches (through group and one-on-one sessions) and develops employees to assist them in achieving career success and growth.
  • Provides development opportunities for staff through various sources including branch learning sessions, internal and external training, and education courses. Ensures each employee has a learning plan in place.
  • Approves mortgages/loans within limits. Makes recommendations to General Manager above limits.
  • Liaises directly with functional areas such as Corporate Security, Marketing, Credit, Finance and Human Resources as needed
  • Maintains a thorough knowledge of BlueShore Financial’s products, services, policies and procedures as it pertains to client service operations.
  • Ensures the effective completion of various cash and compliance duties.
  • Manages a variety of loss prevention and security activities including: conducting surprise cash counts, reporting deficiencies, addressing audit issues, monitoring safety, keeping aware of possible money laundering situations, and maintaining premises security including branch, ATM and night deposit areas. Acts as a branch resource for branch staff on security policies and procedures. Oversees a variety of branch operation/security activities as outlined in our BlueShore Financial procedures.
  • Ensures compliance with audit and security standards, policies and procedures. Keeps informed of changes to the same and apprises staff.
  • Assists employees with overrides, approvals and general assistance as required.
  • Ensures adequate staff coverage to meet business requirements. Manages vacation and other time off requests. Coordinates breaks, lunches, training sessions, and team meetings of direct reports to ensure the BlueShore client experience.
  • Resolves more complex member issues or complaints; refers issues to General Manager as appropriate.
  • Acts in the capacity of General Manager during his/her absence ensuring continued success in sales and service activities.

Additional Management Accountabilities

  • Assists the General Manager to develop, implement and manage annual business plan goals and objectives.
  • Assists the General Manager to manage and report on pipeline of business. Forecasts potential growth and run off.
  • Works on corporate projects and initiatives assigned, including committees and Enterprise Wide Project Plans.
  • Completes branch specific workforce planning reviews and ensures the successful implementation of employee retention strategies.
  • Authorizes penalty waivers, fee waivers and the like, within established limits, in order to balance retention, growth and profitability of the branch. Makes recommendations for approvals above prescribed limits.
  • Plays an active role in the community to project a positive image for BlueShore Financial and generate business-building opportunities. Responsibilities will include public speaking and appearances as subject matter experts. Coordinates and hosts events on premises applicable to trade areas in collaboration with the Marketing department.

Qualifications and Experience

  • Degree in Business Administration, Finance or Diploma in related subject or equivalent experience
  • 5 years progressive sales experience in the financial services industry
  • Minimum of 3 years supervisory or management experience in a Manager Finanical Services role
  • Mutual Funds or Canadian Securities Course
  • Branch Compliance Manager
  • Personal Financial Planner (PFP®) or Certified Financial Planning (CFP) designation an asset
  • Solid knowledge of lending practices and procedures
  • Solid knowledge of BlueShore Financial’s policies, procedures, audit and security standards

What can BlueShore Financial can do for you?

  • A Performance Rewards Program which pays a variable cash reward recognizing the achievement of corporate, collaboration and individual goals.
  • Limitless career progression opportunities.
  • Comprehensive Total Rewards Program including bonuses, pension, flexible benefits and competitive compensation.
  • Opportunity to work in a world class, award winning organization.

What BlueShore Financial needs from you:

  • Accountability, in all directions.
  • “Can do” attitude.
  • The drive to provide a premium level of service regardless of location or position.
  • Professional appearance and manner.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award winning organization, garnering both local and national attention for our progressive practices.

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress. And this level of engagement shows. We've been formally recognized making Kincentric’s "Best Employer in Canada" list 10 years in a row and as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the west coast lifestyle, while providing a premium and sophisticated experience for our clients and employees. You may not recognize us, but we've been serving the lower mainland for over 75 years! But this isn’t the Credit Union of your childhood. We’re different and better.

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